Estate Management Checklist
Is your estate in order? This short quiz may help you assess your overall strategy.
What Is a 1035 Exchange?
1035 exchanges provide a way to trade-in an annuity contract or life insurance policy without triggering a tax liability.
A New Way to Look at Your Bucket List
That big list of dreams and goals isn't the only way to look at your bucket list.
Executors can value the estate on the date of death, or on its six-month anniversary —the “Alternate Valuation Date."
Simple steps may help you foil hackers and protect your privacy.
What’s the deal with your yearly free credit report?
Whatever your relationship with your car, it may eventually come time for a new one. Familiarize yourself with your options.
Protect yourself against the damage that your homeowners policy doesn’t cover.
Estate management can help ensure that your assets are transferred according to your wishes while managing tax issues.
Use this calculator to better see the potential impact of compound interest on an asset.
This calculator can help determine whether it makes sense to refinance your mortgage.
Use this calculator to compare the future value of investments with different tax consequences.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
Using smart management to get more of what you want and free up assets to invest.
There are some key concepts to understand when investing for retirement
Investment tools and strategies that can enable you to pursue your retirement goals.
The importance of life insurance, how it works, and how much coverage you need.
A presentation about managing money: using it, saving it, and even getting credit.
How federal estate taxes work, plus estate management documents and tactics.
Do you know how to set up your financial goals for success? This knight does.
Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.
Take a look at this 2017 Market Recap.
Investors seeking world investments can choose between global and international funds. What's the difference?
Tulips were the first, but they won’t be the last. What forms a “bubble” and what causes them to burst?
The average retirement lasts for 18 years. Are you prepared to fill that many days?